Give bereavement leave to an employee

If an employee asks for bereavement leave, check they are assigned this leave type then process a leave request. This will be picked up in the next relevant pay run.

  1. In the Payroll menu, select Employees.
  2. Click the name of the employee to open their details.
  3. Click Leave, then click Assign Leave Type.
  4. Under Leave, select Bereavement Leave.
  5. Under Schedule of Accrual, click No Accruals.

    You can edit non-accruing leave in the employee's payslip.

  6. Enter the Opening Balance. This is normally '0' hours, the same balance they had at conversion.
  7. Click Save.
  8. Click New Leave Request.
  9. Complete the fields:
    • Type of Request should be Bereavement Leave.
    • Description. Add a description for the leave request, such as ‘Funeral’. This will also appear in the summary screen for all leave requests.
    • Start Date and End Date. This will automatically update the Current Leave Balance and Pay Period fields.
    • Click Approve.

The request will be processed the next time the employee appears in a pay run, even if the request is for a date in the past.